From: Phil D. <we...@pa...> - 2006-10-09 00:09:49
|
Ideally create a table of outstanding debtor transactions invoices etc invoices with a type of 10 credit notes with a type of 11 and receipts with a type of 12 - see the table debtortrans - and import them directly into this webERP table. Phil On Monday 09 October 2006 12:31, emdeex wrote: > Remember some companies don't sell "parts", just services. You create > a "dummy" part for this situation. > > There is no way to change the sales/order and invoice date to a > past-date. Most people have decided here that the best way to bring > client balances up to date when starting a new system, is to enter a > single invoice for the outstanding client balance, and then move > forward with new invoices from there. > > On 10/8/06, st...@se... <st...@se...> wrote: > > A part must be created before a sales order can be created that sells > > that part. It doesn't matter whether quick entry or search parts is > > used, they do the same thing. Quick entry is just faster when you know > > your part numbers. With the creation of the part certain necessary > > information is setup including what inventory category it is to be in and > > whether it is purchased, a service, assembly, etc. So sales or purchase > > orders would not know what to do with the part until it has been setup. > > > > The exception to this is using special orders which is meant for an odd > > part that is ordered especially for a specific customer and that normally > > is not used. When the special order is committed it not only creates a > > purchase order to go along with it but it also actually creates the item! > > > > Steve > > > > -----Original Message----- > > From: Elaine Chu [mailto:ela...@ya...] > > Sent: Sunday, October 08, 2006 12:59 AM > > To: web...@li... > > Subject: [webERP-users] How to create old invoices into AR for a new > > system > > > > > > Hi, > > > > I understand that old invoices have to be entered into the system via > > Sales Order Entry. > > > > Does this means that a PART CODE like eg 'Old Invoice' with STOCK TYPE > > under 'labour' is created in order for easy entry as stock in the sales > > order quick entry screen? > > > > How to change the date of the Invoices entered, to be the same as those > > outstanding invoices still owing from customers in order to have an > > opening amount for the Accounts Receivable? > > > > Please advise. Thank you. > > > > Regards, > > Elaine > > > > > > > > > > > > ------------------------------------------------------------------------- > > Take Surveys. Earn Cash. Influence the Future of IT > > Join SourceForge.net's Techsay panel and you'll get the chance to share > > your opinions on IT & business topics through brief surveys -- and earn > > cash > > http://www.techsay.com/default.php?page=join.php&p=sourceforge&CID=DEVDEV > > _______________________________________________ > > web-ERP-users mailing list > > web...@li... > > https://lists.sourceforge.net/lists/listinfo/web-erp-users > > ------------------------------------------------------------------------- > Take Surveys. Earn Cash. Influence the Future of IT > Join SourceForge.net's Techsay panel and you'll get the chance to share > your opinions on IT & business topics through brief surveys -- and earn > cash > http://www.techsay.com/default.php?page=join.php&p=sourceforge&CID=DEVDEV > _______________________________________________ > web-ERP-users mailing list > web...@li... > https://lists.sourceforge.net/lists/listinfo/web-erp-users |